Welcome to the nerve centre of your signing – the signing view! Think of this view like a 21st century version of your Word signing checklist, just with less typing and a data-first way of managing your signing.
Why it's better than Word or Excel
🤕 Managing signing in Word is laborious. Just think about all the pain:
Manually creating a table
Wrestling with formatting, cells and split cells
Typing the name of every party and signatory for every document
Typing signing status updates
Sending a Word document that's out of date the moment it gets sent
Not having the documents with the checklist (and instead lost in the document management system)
This is work that's inefficient, prone to errors, and just waiting to be written off.
🤕 Managing signing in Excel is a little better. But still laborious. Just think about all the pain:
Learning how to use Excel
Merging rows to store documents, and colouring them in
Adding new parties and signatories upsets the order of rows
Ending up with no filtering, because of merged rows
Sending a Excel document that's out of date the moment it gets sent
This is work that's inefficient, prone to errors, and just waiting to be written off.
🥳 Signing documents with Legatics removes this labour, and helps you focus on getting signing done faster!
♻️ Linked with your list | Documents being signed are linked with the underlying list. So if a document gets removed from the list, it gets removed from the signing view.
Perfect synchronisation |
🖱️ Click to add parties/signatories | Create a party or signatory, then click to add/remove them to all your documents
Say goodbye to typing out party and signatory names (or using confusing defined terms for legal entities). |
🖱️ Click to change status | Stop typing out status changes in track changes. Update the status of a party or signatory in a click. |
📨 Push to DocuSign | When you're ready to go, send the files to DocuSign with all the party and signatory data automatically populating in your envelope.
Say goodbye to uploading files and trying to work out who is signing them. |
📝 Create signature packs | When you're ready to go, create PDF signature packs for parties and signatories.
Say goodbye to manually rearranging PDF documents. |
🔎 Filtering and searching | Identifying who is signing documents, and their status has never been easier. |
What does the signing view do?
📃 It's a dedicated place to manage signing for documents in a specific list.
Specifically, it lets you:
Our signing view gets you ready for signing well in advance. We do this by empowering users to:
set parties to documents
set signatories to parties
⏩ This pre-signing preparation not only saves time but also minimizes the chances of errors, ensuring a smoother signing process from start to finish.
This reduces your administrative burden
Unlike Word, the party/signatory and document signing status data isn't saved as free-text. It's structured so that you can easily click to add/remove parties and signatories, and to change status. This makes getting started way faster.
We capture party data
Parties is a tricky term. It's used interchangeably to mean the parties involved in the transaction (actually, organisations) or the party signing a document.
When we use the term party, we refer to the legal entity or person signing the document (ie taking on the rights/obligations of a contract).
Unlike other signing platforms, we capture the party signing the document.
That's important. Since 1600, it's mainly companies (ie legal entities) that sign contracts. Sure, you need an actual person to sign for a company (they are fictional, after all). But, if you know your corporation law, the rights and obligations sit with the company, not the signatory. So it's really important data. That's why we capture it.
📨 Send for signature
🚅 Our DocuSign integration helps you create envelopes faster. When a document is sent from Legatics to DocuSign, we populate your DocuSign envelope with:
The document
The parties and signatories you added in Legatics
Standard email instructions (if your company has added any)
Once your documents are in DocuSign, you can then use all your standard DocuSign features to send envelopes to recipients.
Once a document is in DocuSign, you'll see this icon below!
✍ Legatics lets you create and download PDF signature packs for parties and signatories to documents.
Unlike Adobe, you can make them in minutes, not hours. We do this by:
using 🧠 AI to identify the signature pages
making it simple to assign the parties and signatories to the page
enabling you to filter to only see signature pages
downloading packs for every party and signatory to your documents
Once a document is being signed with wet-ink, you'll see this icon below!
📊 Track signing progress
🚅 Our DocuSign integration automatically tracks the status of the:
envelope the document is in
signatory to the document
Read this article to learn about the different statuses you will see.
🖱️ A bit like Word, it's currently a manual process to update signatory and document statuses. Unlike Word, you only need to click to update statuses and we've got some in-built automatic actions that can help make this job simpler
🕊️ Release signed documents
📩 Once your envelope has been completed, you can download the signed documents back to Legatics. This comes with the certificate of completion and the envelope history.
By letting you decide when to download, you decide when to release to all transaction participants!
Wet-ink
🥲 We don't yet have a way to collate files and release them. We're working on it! Until then, collation will need to be done outside of Legatics. When the collated files are ready, simply upload them to Legatics!